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DFDIX Delaware Smid Cap Growth Instl

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Fund DFDIX Delaware Smid Cap Growth Instl POAGX PRIMECAP Odyssey Aggressive Growth  
100% 86%
Annual Fees
(0.94% Exp. Ratio)
(0.62% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$38,995.29 $42,956.83
Est. savings over 30 yrs +$3,961.54
As of 9/30/16
1 YR RETURN 12.75%
3 YR 9.32%
5 YR 14.89%
10 YR 10.54%
1 YR RETURN 21.71%
3 YR 12.68%
5 YR 22.48%
10 YR 12.64%
The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of growth-oriented companies that the manager believes have long-term capital appreciation potential and expects to grow faster than the U.S. economy. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small- and mid-capitalization companies (80% policy).
The investment seeks to provide long-term capital appreciation. The fund invests primarily in the common stocks of U.S. companies, emphasizing those companies with prospects for rapid earnings growth. It may invest in stocks across all market sectors and market capitalizations and has historically invested significant portions of its assets in mid- and small-capitalization companies.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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